Find out everything you need to know about charitable remainder trusts (CRTs), which are vehicles that move highly appreciated assets into income producing assets over a period of years, with the remainder of the donated assets going to your favorite charity or charities.
Find out everything you need to know about qualified charitable distributions (QCDs), which is a way to give from your pre-tax IRA account directly to a charitable organization and avoid being taxed on the amount given.
Find out everything you need to know about donor-advised funds (DAFs), which is a tax advantaged way to give to your favorite charities.
Learn more about the differences in stocks and bonds, their risk profiles, the best way to diversify, and more.
Learn more about money market funds - open-ended mutual funds investing in high quality short-term debt securities, cash, and cash equivalents - in this helpful blog post.
As a women-led firm with six incredible women working at Braun-Bostich & Associates, we share details on our women associates, their background, and their Women's History Highlight.